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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,362 | $127,387-80.1% | $115,038-78.0% | $125,389-79.8% |
| Participation rate | 63.2% | 84.2%-21.0pp | 81.4%-18.2pp | 83.2%-20.0pp |
| Annual return | 4.08% | 31.28%-27.2pp | 26.14%-22.1pp | 282.24%-278.2pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $8,069 | $6,423+25.6% | $6,026+33.9% | $5,352+50.8% |
| Admin fee / account holder | $1,094 | $9,516-88.5% | $8,175-86.6% | $9,541-88.5% |